For many of her clients, Lee Anne Acosta is known as a trusted adviser who not only provides tax advice, but aids in navigating any number of business and financial issues.
This distinction as a financial quarterback has earned Acosta her third straight designation as a Five Star Wealth Manager. This award honors less than two percent of the wealth managers in the Orlando area. Orlando Magazine announced the 2013 awards in its May issue.
Acosta heads Acosta Tax and Accounting, a growing boutique firm providing financial planning, accounting, tax, trust and collaborative divorce services. The firm also provides audits for filmmakers producing in Florida.
“I’m honored to be included in this select group and thrilled to be in this group for the third year running,” Owner Lee Anne Acosta notes. “My responsibility to my clients and their family is to give the very best tax and financial advice. It’s also critical to build a strong team of advisers, so my clients can thrive and reach their life goals.”
To receive this award, nominees must satisfy ten eligibility and evaluation criteria that are associated quality of service, expertise and overall customer satisfaction. Areas Acosta sees as vital to the success of her business. “Our firm’s mission is to help clients succeed. Therefore, we endeavor to be their trusted business adviser, available to serve our clients as needed.”
The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America. Wealth managers do not pay a fee to be included in the process or named a Five Star Wealth Manager.